Actions

Actions let you decide which practices and participants you want to incentivize. To create an Action, first you need to create a behavior that's associated with a Salesforce object.

Using Actions

Actions are made up of a behavior you want to encourage, and a Member (either an Individual, Organization or Organization Contributor), which represents the participants of your Program.

Fielo comes with a default Action: Generate Event and Win. This object can be used to test out incentive automation and can even be configured for real-world applications.

From Tools, go to Libraries and click Fielo PLT. The Actions tab already includes Generate an Event and win by default:

Action Name: Choose a descriptive name for you action. We've chosen to name it "Generate Event and Win" as it's a generic name that can be applied to any type of Action.

Select the behavior that applies to this action: Choose which behavior the new action will be related to. In this case, the pre-configured one called Event.

Process action when: choose Anytime record is created to activate the rules engine every time the action is performed. Go with Anytime record is created or edited and the following condition is met to filter out actions by a criterion before they can be evaluated by rules engine. Regardless of which option you choose, you can always add additional criteria when you create your incentives.

What type of member?: Choose the type of member you want the action to be valid for, either an Individual Member or an Organization Member. If you need both, choose one and can create a second action for the other type of member.

Deleting an Action

You can delete an action as long as it is not being used in any rules or missions.